Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investment Partners’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	15,574 -108	-0.7%	-$7.97K	0.37%	67
2026 Q1	$1.1M	Sell	15,682 -1,606	-9%	-$115K	0.39%	62
2025 Q4	$1.2M	Sell	17,288 -5,044	-23%	-$347K	0.42%	57
2025 Q3	$1.52M	Buy	22,332 +28	+0.1%	+$1.85K	0.54%	56
2025 Q2	$1.43M	Buy	22,304 +43	+0.2%	+$2.62K	0.54%	52
2025 Q1	$1.38M	Sell	22,261 -2,848	-11%	-$178K	0.57%	52
2024 Q4	$1.54M	Buy	25,109 +32	+0.1%	+$2.02K	0.63%	48
2024 Q3	$1.57M	Buy	25,077 +6,895	+38%	+$416K	0.65%	47
2024 Q2	$1.05M	Sell	18,182 -34	-0.2%	-$1.94K	0.47%	56
2024 Q1	$1.06M	Buy	18,216 +27	+0.1%	+$1.5K	0.48%	55
2023 Q4	$979K	Buy	18,189 +74	+0.4%	+$3.75K	0.48%	55
2023 Q3	$897K	Hold	18,115	–	–	0.47%	60
2023 Q2	$933K	Buy	18,115 +25	+0.1%	+$1.26K	0.49%	59
2023 Q1	$904K	Buy	18,090 +30	+0.2%	+$1.51K	0.47%	61
2022 Q4	$903K	Sell	18,060 -3,011	-14%	-$148K	0.48%	64
2022 Q3	$937K	Buy	21,071 +3,080	+17%	+$152K	0.28%	91
2022 Q2	$857K	Buy	17,991 +24	+0.1%	+$1.21K	0.42%	63
2022 Q1	$960K	Buy	17,967 +23	+0.1%	+$1.23K	0.41%	63
2021 Q4	$997K	Hold	17,944	–	–	0.41%	57
2021 Q3	$902K	Hold	17,944	–	–	0.41%	54
2021 Q2	$904K	Hold	17,944	–	–	0.41%	58
2021 Q1	$866K	Hold	17,944	–	–	0.42%	58
2020 Q4	$804K	Hold	17,944	–	–	0.43%	58
2020 Q3	$714K	Buy	17,944 +300	+2%	+$11.9K	0.43%	59
2020 Q2	$663K	Hold	17,644	–	–	0.39%	62
2020 Q1	$575K	Hold	17,644	–	–	0.41%	61
2019 Q4	$742K	Buy	17,644 +3,592	+26%	+$145K	0.5%	56
2019 Q3	$550K	Hold	14,052	–	–	0.4%	66
2019 Q2	$537K	Buy	14,052 +8,062	+135%	+$302K	0.39%	69
2019 Q1	$220K	Buy	+5,990	New	+$213K	0.16%	133

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Partners's DGRO Position: Q2 2026 in Review

Investment Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.69% in Q2 2026, selling an estimated $7.97K and leaving 15,574 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #67.

Investment Partners first reported a position in DGRO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.57M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Investment Partners held 15,574 shares of iShares Core Dividend Growth ETF worth $1.18M as of Q2 2026.
Investment Partners sold 108 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.97K.
iShares Core Dividend Growth ETF made up 0.37% of Investment Partners's portfolio in Q2 2026, its #67 holding.
Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 30 quarters since.
Investment Partners's iShares Core Dividend Growth ETF position peaked at $1.57M in Q3 2024.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.